Investment Q&A

Q: Macro reports Wednesday after hours. Can you give us some guidance on weather to sell after the report.
If I sell on Thursday (as per your suggestion to hold until after the report) what should I buy to recoup some of my losses?
Thanks

Q: Symbol: TKM
Hi Peter and Team,
Pls give your thought on Tekmira Pharmaceutical, would you consider this a buy on the stock.
Thanks as always.
Pui

Q: Good morning. May I have your assessment of Air Canada (AC/B) versus Southwest Airlines (LUV).I recognise the following caveats:1)US stocks are not your focus & 2)airline stocks are better for trading than for long term investments.
Thank you,
Tim.

Q: Good Morning Peter, Ryan, and Team,

Great blog regarding Tim Hortons / Burger King. Very informative and well written.

At this point in time what companies would comprise your top five growth names (in order of conviction) for inclusion into an TFSA Account ??? Holding period of a minimum of 3-5 years and they would be added to complement slower growing, "safer" holdings. (i.e. BAM.A, BNS, CGX, etc.)
Thank you very much. DL

Q: It looks like Brookfield is selling their entire position in WEF.If this is true will it be a positive for the stock?
Thanks for your opinion.

Bob Rose

Q: Greetings: It has been mentioned often that CGX is a stock to hold when "times are tough". Would CSW.W also fit in that theme? Also, could you suggest two more? Thank You

Q: Dollarama was downgraded by Neil Linsdell with a 12-month target price of $95.00. Do you think the growth story is still intact? Also, with all the M&A activity surrounding Family Dollar, why hasn't there been much, if any, reaction in Dollarama? Usually there is a bump in share price when there is news of consolidation in a sector.

Q: Peter:
some time ago (months), you listed your favourite companies in class. I believe that MDA and T were among them. Could I ask you to list these again, whether or not they have changed?
thanks
Paul

Q: Considering selling my holdings of Alaris Royalty (AD)to fund purchase of Onex (OCX). Considerations: AD - smaller, quasi private equity company with good dividend and capital gain consideration vs. OCX - larger cap, established, pure private equity play with small dividend. On a go forward basis , which would you choose as long-term hold?
Thank-you.

Q: Western Forest (WEF) shares have been going up lately on strong volume, anything comes to mind as to why? Thanks.

Q: Hi 5i Team, I'm currently considering investments in the following securities/ETF's >> ZRE, LW, HR.UN, BEP.UN, AQN. Considering our current economic environment,would you please rank them in order of greatest gains over the next 5 years. (please include dividend returns plus capital gains). As always, thanks for the much appreciated guidance. Peter-All the best regarding the bike ride.

Q: HWD-T
Hardwood Distributors has been drifting down for awhile.Is it worth continuing to hold or is it time to bail?
Thank you.

Q: Hello Peter & Co.
A question regarding portfolio rebalancing. The average weight of my holdings is 2.3%; assuming that all the holdings are "good", one should take profits from holdings with the higher weight and buy ones that have not grown as much. To give myself some leeway, I should be taking profits from holdings that are of higher than 3% weight, namely CSU 4.5%, LNR 3.5%, KEY 3.5%, IPL 3.4%, PPL 3.3%, IFP 3.2%, CGX 3.1%. But I have already trimmed those holdings a few times in the past only to see them make new highs whereas the ones I switched to did not perform as well; therefore the assumption that all the holdings are "good" does not hold water; some are obviously better than others.
I need your help to sort this out.
Thanks,
Tony

Q: Could you rank the following stocks. I'm looking for growth 3-5 years.
BYD.UN
QST
ACQ
DHX
I'd like to add all of them but my CA weighting can only handle 2.
Thanks so much for all your solid advice.

Q: Hello 5i,
The five (5) stocks below are on my watch list for buying with a potential buy within the next few months. I have a diversified portfolio which is a revenue generator. If you please, how would you rate them starting with the best stock of the bunch.
Old Republic International Corp (ORI), MCAN Mortgage Corp (MKP), United Utilities Group PLC (UUGRY), Linn Energy LLC (LINE), WesternOne Inc (WEQ) and DUET Group (DUETF)
Your help is always appreciated,

Q: Hello 5i team,
I own BIP.UN for almost 3 years now and have generated over 20% compound annual return. As usual, the Brookfield family tends to complicate things by adding another infrastructure product in their line-up BGI.UN; as I understand it, this one invests in infrastructure companies outside of the Brookfield family. What is your take on these 2?
Thanks
Tony

Q: From Cindy,
To Peter and 5i Team,
I would appreciate your comments on the biotech stocks and etf for us as well as Canadian stocks. Thanks

Q: I intend to run with the following group of stocks. I have half of my equity holdings in XIU and the balance in: AVO,ESL,SYZ,AYA,BYD,DHX,LNR,CNR,QST,WSP,SJ,MND,VET HCG & SLF.

Do the individual names compliment each other and if not would you please suggest alternatives. Any other feedback is appreciated. Thank you.

Q: Can you comments on MRE results and its prospects. Thx

Q: Hello 5i,
My current portfolio consists of:
BX:US, COP:US, PXT, HWO, TLA, SYZ, VCM, PHM, DND, XTC, and RDX.
I like to keep a fairly concentrated portfolio and generally stick to smaller cap stocks. Assuming I am fairly equal weight between all of the above names, which would you (if any) recommend adding too today? And is there another small cap name that you think may fit nicely in this list to provide good growth/value and maybe a little diversification at the same time?
Thanks!